CONFIDENTIAL - PACE ASSOCIATION BUSINESS ONLY 1 PACE 2016 GOVERNMENT AFFAIRS COMMITTEE STRATEGIC PLAN Michele Shuster, Mac Murray, Petersen & Shuster LLP (Moderator) Stuart Discount, Allied Global Robert A. Kobek, CustomerCount and Mobius VP, LLC Nicole Ehrbar, Quicken Loans

CONFIDENTIAL - PACE ASSOCIATION BUSINESS ONLY 2 What’s Old is New?

CONFIDENTIAL - PACE ASSOCIATION BUSINESS ONLY 3 Coordinated Messaging/Materials; Overview Coalition Building. PAC Activities; and Capitol Hill Education; PACE Member Communication; Regulator Outreach;

CONFIDENTIAL - PACE ASSOCIATION BUSINESS ONLY 4 A. Messaging – Draft a list of priority talking points for a coordinated PACE membership message. B. Materials – Create the following materials for distribution – One-page overview of issue w/ coordinated message. Real world examples of types of calls impacted by TCPA. Difference between a good call vs. a bad call. List of laws/regulations/items we agree with. Coordinated Messaging/Materials

CONFIDENTIAL - PACE ASSOCIATION BUSINESS ONLY 5 TCPA Real World Comic Strip

CONFIDENTIAL - PACE ASSOCIATION BUSINESS ONLY 6 Vintage Communication

CONFIDENTIAL - PACE ASSOCIATION BUSINESS ONLY 7 Renew commitment to PACE member outreach. A.Consider updates to regular outreach to PACE members on Government Affairs activities. B.Updates will include quarter phone calls and/or newsletters. PACE Member Communication

CONFIDENTIAL - PACE ASSOCIATION BUSINESS ONLY 8 A.Federal Communications Commission (FCC) B.Federal Trade Commission (FTC) C.Consumer Financial Protection Bureau (CFPB) – Educate CFPB staff on ways TCPA is harmful to consumers. D.State Regulators Regulator Outreach

CONFIDENTIAL - PACE ASSOCIATION BUSINESS ONLY 9 Vintage Congress

CONFIDENTIAL - PACE ASSOCIATION BUSINESS ONLY 10 Congress Leadership/Committees Capitol Hill Education House Energy and Commerce Committee House Judiciary Committee House Small Business Committee Senate Commerce, Science and Transportation Committee Senate Judiciary Committee Senate Small Business & Entrepreneurship

CONFIDENTIAL - PACE ASSOCIATION BUSINESS ONLY 11 Identify and Invite PACE members to lead and participate. Design materials, Lobbying in a Box training guide. The Council would be in charge of the PACE Advocacy Day, which includes arranging visits, distributing materials; follow up after meetings with staff; and regulator contact with members and staff. Capitol Hill Council

CONFIDENTIAL - PACE ASSOCIATION BUSINESS ONLY 12 Coordinated by Capitol Hill Council with a tentative date of September 20 th as part of the Washington Summit. Draft documents that includes number of jobs and PACE membership in targeted districts. Capitol Hill Council will organize PACE Hill Day where PACE members meet with Congress/Staff from their districts and educate on TCPA. PACE Advocacy Day

CONFIDENTIAL - PACE ASSOCIATION BUSINESS ONLY 13 Vintage PAC

CONFIDENTIAL - PACE ASSOCIATION BUSINESS ONLY 14 PAC Council Create PACE PAC Council as a part of the Government Affairs Committee. PAC Council would be in charge of coordinating PAC activities and voting on targeted members to donate to. Responsibilities also include normal PAC expenses. They will collaborate with the larger Government Affairs Committee on overall strategy. One member of the PACE Executive Committee will sit on the PAC Council. PAC ACTIVITIES

CONFIDENTIAL - PACE ASSOCIATION BUSINESS ONLY 15 PAC Encouragement Consider giving the largest donors a seat the Council table. Educate PACE members on importance of having a strong PAC. Consider special Government Affairs In the Know updates as part of PAC donation. Discussion of fundraisers and other events in targeted member districts. PAC ACTIVITIES

CONFIDENTIAL - PACE ASSOCIATION BUSINESS ONLY 16 PAC Fundraising Target specific members for fundraising. Research including PACE donations as part of membership registration and renewal. Discuss PAC event at Washington Summit. PAC Activities

CONFIDENTIAL - PACE ASSOCIATION BUSINESS ONLY 17 Vintage Coalition

CONFIDENTIAL - PACE ASSOCIATION BUSINESS ONLY 18 Outreach  Individual personal outreach to targeted associations.  See above for assigned associations. Activities  Gauge interest in Coalition July Advocacy Day.  Invite possible coalition members to dinner (Logistics TBD). COALITION BUILDING

CONFIDENTIAL - PACE ASSOCIATION BUSINESS ONLY 19 Coalition Building

CONFIDENTIAL - PACE ASSOCIATION BUSINESS ONLY 20 The TCPA is the current priority, though the fluid nature may require review; Recap - Government Affairs 2016 Goals Coordinate PACE Hill Day (possibly 9/20/16); Build resources and assets (interns, etc.) Build coalition of like-minded groups; and Create “Lobbying in a Box” document; Build PAC access power – Goal of $100 K; Create the Capitol Hill & PAC Councils;

CONFIDENTIAL - PACE ASSOCIATION BUSINESS ONLY 21 QUESTIONS? Michele Shuster Stuart Discount Robert A. Kobek Nicole Ehrbar